|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.9M
|
+$1.36M
|
+60,231
|
+3%
|
|
|
2
|
|
$34M
|
+$2.93M
|
+129,358
|
+9%
|
|
|
3
|
Mackay Shields LLC
New York
|
$33.1M
|
–
|
–
|
–
|
|
|
4
|
Allspring Global Investments
Charlotte,
North Carolina
|
$20.3M
|
+$2.43M
|
+107,435
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
-$1.04M
|
-45,822
|
-5%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$14.1M
|
+$731K
|
+32,285
|
+5%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$13.4M
|
+$62K
|
+2,738
|
+0.5%
|
|
|
8
|
Narwhal Capital Management
Marietta,
Georgia
|
$11.5M
|
-$216K
|
-9,521
|
-2%
|
|
|
9
|
WealthBridge Capital Management
Westerville,
Ohio
|
$11.2M
|
+$957K
|
+42,266
|
+9%
|
|
|
10
|
VanEck Associates
New York
|
$5.62M
|
-$888K
|
-39,220
|
-13%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$5.19M
|
+$2.2K
|
+97
|
+0%
|
|
|
12
|
Gill Capital Partners
Denver,
Colorado
|
$4.56M
|
–
|
–
|
–
|
|
|
13
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$4.55M
|
+$242K
|
+10,673
|
+5%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.46M
|
-$973K
|
-42,997
|
-18%
|
|
|
15
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$3.88M
|
-$94.9K
|
-4,192
|
-2%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$3.35M
|
+$1.56M
|
+68,881
|
+84%
|
|
|
17
|
Covington Capital Management
Los Angeles,
California
|
$3.14M
|
+$3.16M
|
+139,700
|
+6,209%
|
|
|
18
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$2.77M
|
+$90K
|
+3,978
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.75M
|
-$128K
|
-5,654
|
-4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.61M
|
+$385K
|
+17,001
|
+17%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.47M
|
-$108K
|
-4,774
|
-4%
|
|
|
22
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.32M
|
+$1.1M
|
+48,497
|
+86%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.26M
|
-$1.04M
|
-45,977
|
-31%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.18M
|
-$9.08K
|
-401
|
-0.4%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.99M
|
-$170K
|
-7,507
|
-8%
|
|
